How big is Andrew Wealth Group Inc.'s plan?

Andrew Wealth Group Inc.'s plan reported $702K in assets and 5 participants for 2024.

Original filing (PDF)20250430101347NAL0001188915001

Andrew Wealth Group Inc.

Name: Andrew Wealth Group Inc. — Andrew Wealth Group Inc., Form 5500 (2024)
Creator: Andrew Wealth Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andrew Wealth Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Andrew Wealth Group Inc.'s Andrew Wealth Group Inc. 401(k) Profit Sharing Plan & Trust held $702K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$702K

Net assets (EOY)

$702K

People on this filing

Andrew Sitkiewicz signed Andrew Wealth Group Inc.'s 2024 Form 5500 as plan administrator.

Andrew Sitkiewicz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Andrew Wealth Group Inc.'s EIN is 46-2012928.

EIN 46-2012928

Plan number 001

Plan year 2024

ACK ID 20250430101347NAL0001188915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Andrew Wealth Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Andrew Wealth Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANDREW WEALTH GROUP INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off